Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
Mahindra Manulife Focused Equity Yojana 1
52.02% 25.97% % % % 54.58% 28.42% % % % 12.73% -8.65% -13.84% 6.99% 0.91 0.71 1.36
Hdfc Focused 30 Fund 2
42.63% 28.85% 23.55% 15.55% 14.89% 44.38% 30.55% 25.02% 16.86% 16.12% 11.96% -5.26% -14.60% 12.91% 0.80 0.95 1.73
Jm Focused Fund 3
46.95% 25.09% 19.51% 13.92% 15.08% 48.69% 26.34% 20.91% 15.29% 16.57% 13.62% -13.36% -14.84% 9.04% 0.91 0.62 1.16
Invesco India Focused 20 Equity Fund 4
61.94% 23.54% % % % 64.10% 25.43% % % % 14.25% -17.59% -16.52% 5.63% 0.94 0.59 1.15
Icici Prudential Focused Equity Fund 5
44.75% 24.96% 24.45% 17.50% 15.47% 46.47% 26.55% 25.95% 18.87% 16.82% 12.65% -9.93% -13.05% 5.76% 0.90 0.66 1.25
Quant Focused Fund 6
46.23% 22.95% 25.31% 18.33% 19.08% 48.52% 25.18% 27.56% 20.03% 20.30% 15.17% -10.78% -17.37% 8.72% 0.73 0.51 0.92
Franklin India Focused Equity Fund 7
36.87% 21.46% 21.98% 16.23% 17.16% 37.97% 22.45% 22.98% 17.28% 18.37% 12.76% -10.52% -12.03% 4.31% 0.90 0.62 1.13
Iifl Focused Equity Fund 8
40.64% 21.16% 24.80% 19.00% % 41.99% 22.40% 26.22% 20.49% % 12.81% -15.22% -14.79% 4.59% 0.87 0.55 1.06
Tata Focused Equity Fund 9
37.74% 19.60% % % % 39.79% 21.56% % % % 12.88% -11.00% -13.17% 1.75% 0.94 0.50 0.94
Hsbc Focused Equity Fund 10
35.75% 19.14% % % % 37.37% 20.83% % % % 14.04% -15.02% -15.45% 0.46% 1.00 0.45 0.85
Canara Robeco Focused Equity Fund 11
34.63% 19.07% % % % 36.66% 21.03% % % % 11.58% -12.63% -12.16% 3.57% 0.81 0.50 0.92
Kotak Focused Equity Fund 12
37.60% 18.79% 20.03% % % 39.53% 20.61% 21.98% % % 11.99% -11.80% -14.24% 1.44% 0.87 0.45 0.86
Aditya Birla Sun Life Focused Equity Fu… 13
36.99% 18.56% 19.08% 13.97% 14.16% 38.31% 19.70% 20.19% 15.08% 15.30% 12.50% -12.04% -13.53% 1.81% 0.94 0.41 0.79
Bandhan Focused Equity Fund 14
33.63% 16.79% 18.59% 11.78% 12.31% 35.39% 18.34% 20.18% 13.39% 13.92% 13.03% -13.63% -14.12% -1.31% 0.92 0.41 0.74
Union Focused Fund 15
26.39% 15.29% % % % 27.65% 16.43% % % % 11.21% -11.64% -11.74% 0.67% 0.80 0.41 0.81
Baroda Bnp Paribas Focused Fund 16
39.96% % % % % 42.55% % % % % % % % %
Nippon India Focused Equity Fund 17
34.61% 19.79% 21.91% 14.86% 16.59% 35.53% 20.63% 22.74% 15.71% 17.51% 13.17% -9.43% -14.82% -0.27% 0.92 0.41 0.81
Dsp Focus Fund 18
40.05% 16.65% 18.70% 13.36% 14.20% 41.51% 17.89% 19.96% 14.51% 15.25% 14.24% -16.54% -16.84% -2.06% 0.93 0.33 0.59
Sbi Focused Equity Fund 19
27.78% 15.59% 18.89% 15.95% 15.96% 28.88% 16.69% 20.07% 17.10% 17.07% 12.24% -18.45% -14.56% 1.67% 0.72 0.36 0.71
Motilal Oswal Focused 25 Fund (Mof25) 20
32.84% 15.22% 17.95% 13.10% 14.13% 34.36% 16.57% 19.36% 14.48% 15.58% 12.78% -14.03% -17.31% -1.17% 0.85 0.24 0.44
Sundaram Focused Fund 21
31.16% % % % % 32.53% % % % % % % % %
Axis Focused 25 Fund 22
25.00% 8.15% 14.25% 12.11% 13.70% 26.17% 9.27% 15.50% 13.38% 15.04% 15.59% -22.93% -21.68% -8.91% 1.07 0.08 0.11

Return Calculated On: 26 July 2024

Ratios Calculated On: 30 April 2024

Performance Indicators


LumpSum Investment Value Chart


SIP vs Lumpsum Investment (R) Chart



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

SIP vs Lumpsum Investment (D) Chart



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Focused Equity Fund 16,438.80 14,818.70 59,994.00 51,960.71 143,664.00 103,350.48 209,790.00 161,649.26 451,164.00 276,699.00 1,446,750.00 635,519.52
Baroda BNP Paribas Focused Fund 16,795.20 14,958.37
Canara Robeco Focused Equity Fund 16,155.60 14,566.64 60,771.60 51,749.50
DSP Focus Fund 16,806.00 14,908.63 57,146.40 53,447.04 141,360.00 103,219.80 202,078.80 159,880.81 452,844.00 269,256.96
Edelweiss Focused Equity Fund 16,666.80 14,994.76
Franklin India Focused Equity Fund 16,424.40 14,827.44 64,512.00 53,983.80 162,018.00 114,816.24 240,710.40 181,515.01 584,556.00 314,869.44 2,058,732.00 813,228.30
HDFC Focused 30 Fund 17,115.60 15,049.30 77,018.40 57,949.16 172,734.00 125,718.36 231,075.60 191,926.81 480,684.00 319,911.12 1,442,556.00 666,840.60
HSBC Focused Equity Fund 16,290.00 14,555.71 60,883.20 52,246.94
ICICI Prudential Focused Equity Fund 17,370.00 15,510.10 70,243.20 57,744.43 179,112.00 121,907.58 259,786.80 193,318.10 505,584.00 328,479.36 1,459,350.00 701,276.76
Bandhan Focused Equity Fund 16,035.60 14,363.94 57,348.00 50,900.00 140,718.00 98,417.10 183,204.00 149,216.26 383,304.00 255,657.24 894,906.00 506,062.08
Iifl Focused Equity Fund 16,876.80 15,084.72 64,029.60 54,947.66 181,650.00 115,236.06 283,810.80 194,554.33
Invesco India Focused 20 Equity Fund 19,432.80 16,017.46 67,878.00 59,036.29
JM Focused Fund 17,634.00 15,070.79 70,470.00 57,510.22 146,256.00 111,965.22 209,185.20 168,752.30 488,976.00 293,390.04 535,211.64
Kotak Focused Equity Fund 16,512.00 14,885.94 60,343.20 52,106.18 149,502.00 105,120.48
Mahindra Manulife Focused Equity Yojana 18,242.40 15,666.58 71,956.80 58,902.19
Mirae Asset Focused Fund 14,572.80 13,836.05 49,600.80 45,537.62 142,596.00 92,631.00
Motilal Oswal Focused 25 Fund (Mof25) 15,940.80 14,699.34 55,072.80 50,619.49 136,992.00 96,316.62 198,853.20 151,142.29 450,144.00 260,182.32
Quant Focused Fund 17,547.60 15,304.42 66,913.20 57,151.69 185,352.00 121,788.66 272,882.40 194,383.73 687,792.00 345,431.28 1,890,162.00 857,579.40
Nippon India Focused Equity Fund 16,153.20 14,526.44 61,887.60 51,879.89 161,550.00 110,565.30 221,482.80 173,258.40 557,016.00 302,399.16 1,955,988.00 777,350.52
SBI Focused Equity Fund 15,333.60 14,234.39 55,594.80 49,007.59 142,494.00 98,638.98 236,636.40 159,290.88 527,544.00 288,404.88 2,314,800.00 741,456.36
Sundaram Focused Fund 15,739.20 14,499.24
Tata Focused Equity Fund 16,528.80 14,655.22 61,585.20 52,755.55
Union Focused Fund 15,166.80 13,970.47 55,170.00 48,550.61
UTI Focused Equity Fund 16,303.20 14,742.50
Axis Focused 25 Fund 15,000.00 14,066.72 45,536.40 45,230.83 116,814.00 84,902.58 186,958.80 133,360.25 433,284.00 240,800.28

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Focused Equity Fund 16,597.20 14,899.09 61,736.40 52,782.41 150,492.00 106,173.48 224,523.60 167,875.18 498,168.00 293,214.48
Baroda BNP Paribas Focused Fund 17,106.00 15,113.17
Canara Robeco Focused Equity Fund 16,399.20 14,689.97 63,831.60 53,090.42
DSP Focus Fund 16,981.20 14,997.17 58,989.60 54,372.28 149,076.00 106,337.82 216,888.00 166,679.02 496,212.00 285,418.32
Edelweiss Focused Equity Fund 16,936.80 15,133.44
Franklin India Focused Equity Fund 16,556.40 14,894.78 66,096.00 54,720.94 168,792.00 117,602.88 256,309.20 187,878.26 648,024.00 332,812.68
HDFC Focused 30 Fund 17,325.60 15,154.00 80,103.60 59,238.65 183,264.00 130,511.52 249,984.00 201,422.09 534,996.00 342,347.04
HSBC Focused Equity Fund 16,484.40 14,653.92 63,504.00 53,370.18
ICICI Prudential Focused Equity Fund 17,576.40 15,615.89 72,957.60 58,944.64 190,152.00 126,427.32 281,652.00 203,077.64 567,996.00 352,545.72
Bandhan Focused Equity Fund 16,246.80 14,470.94 59,662.80 51,998.11 150,396.00 102,157.14 202,414.80 157,292.27 441,804.00 277,706.40
Iifl Focused Equity Fund 17,038.80 15,166.26 66,020.40 55,853.86 192,210.00 118,842.66 309,607.20 204,122.44
Invesco India Focused 20 Equity Fund 19,692.00 16,144.56 71,042.40 60,445.12
JM Focused Fund 17,842.80 15,183.92 72,601.20 58,521.49 155,052.00 115,357.98 227,396.40 176,523.90 555,744.00 315,480.36
Kotak Focused Equity Fund 16,743.60 15,003.23 63,154.80 53,367.70 162,048.00 109,894.68
Mahindra Manulife Focused Equity Yojana 18,549.60 15,818.45 76,237.20 60,706.44
Mirae Asset Focused Fund 14,744.40 13,926.66 51,483.60 46,413.18 152,778.00 96,126.72
Motilal Oswal Focused 25 Fund (Mof25) 16,123.20 14,793.25 57,031.20 51,569.93 145,386.00 99,523.74 216,526.80 158,459.20 510,672.00 279,828.36
Quant Focused Fund 17,822.40 15,439.44 70,617.60 58,773.17 202,608.00 128,425.14 301,551.60 208,349.65 762,096.00 375,300.60
Nippon India Focused Equity Fund 16,263.60 14,582.08 63,190.80 52,468.16 167,154.00 112,824.48 233,301.60 178,227.00 602,412.00 316,329.96
SBI Focused Equity Fund 15,465.60 14,302.24 57,204.00 49,728.20 149,736.00 101,381.64 253,646.40 165,786.35 580,452.00 306,152.04
Sundaram Focused Fund 15,903.60 14,584.70
Tata Focused Equity Fund 16,774.80 14,777.82 64,659.60 54,135.79
Union Focused Fund 15,318.00 14,050.76 56,815.20 49,352.04
UTI Focused Equity Fund 16,533.60 14,858.38
Axis Focused 25 Fund 15,140.40 14,140.82 46,962.00 45,927.47 123,306.00 87,352.92 202,314.00 139,225.21 487,296.00 257,880.96

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %

Aditya Birla Sun Life Focused Equity Fund

-13.53 -12.04 -6.02 12.50 8.88

Baroda Bnp Paribas Focused Fund

Canara Robeco Focused Equity Fund

-12.16 -12.63 -4.70 11.58 7.93

Dsp Focus Fund

-16.84 -16.54 -6.83 14.24 9.44

Edelweiss Focused Equity Fund

Franklin India Focused Equity Fund

-12.03 -10.52 -4.35 12.76 8.96

Hdfc Focused 30 Fund

-14.60 -5.26 -3.65 11.96 8.73

Hsbc Focused Equity Fund

-15.45 -15.02 -4.89 14.04 9.85

Icici Prudential Focused Equity Fund

-13.05 -9.93 -5.42 12.65 9.22

Bandhan Focused Equity Fund

-14.12 -13.63 -6.41 13.03 8.66

Iifl Focused Equity Fund

-14.79 -15.22 -6.65 12.81 9.22

Invesco India Focused 20 Equity Fund

-16.52 -17.59 -9.53 14.25 10.47

Jm Focused Fund

-14.84 -13.36 -5.52 13.62 9.75

Kotak Focused Equity Fund

-14.24 -11.80 -4.94 11.99 8.46

Mahindra Manulife Focused Equity Yojana

-13.84 -8.65 -4.38 12.73 9.48

Motilal Oswal Focused 25 Fund (Mof25)

-17.31 -14.03 -5.16 12.78 8.59

Quant Focused Fund

-17.37 -10.78 -3.99 15.17 10.40

Nippon India Focused Equity Fund

-14.82 -9.43 -5.07 13.17 9.51

Sbi Focused Equity Fund

-14.56 -18.45 -5.44 12.24 8.82

Sundaram Focused Fund

Tata Focused Equity Fund

-13.17 -11.00 -4.15 12.88 9.08

Union Focused Fund

-11.74 -11.64 -5.88 11.21 8.11

Uti Focused Equity Fund

Axis Focused 25 Fund

-21.68 -22.93 -22.93 15.59 10.57

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return

Aditya Birla Sun Life Focused Equity Fund

0.79
0.41
0.81
0.36
1.81
0.94
0.94
0.10
1.46
0.8729

Baroda Bnp Paribas Focused Fund

Canara Robeco Focused Equity Fund

0.92
0.50
0.83
0.40
3.57
0.81
0.81
0.13
1.59
0.1645

Dsp Focus Fund

0.59
0.33
0.61
0.42
-2.06
0.93
0.75
0.09
1.28
-3.3830

Edelweiss Focused Equity Fund

Franklin India Focused Equity Fund

1.13
0.62
1.11
0.40
4.31
0.90
0.85
0.16
1.82
2.2480

Hdfc Focused 30 Fund

1.73
0.95
1.93
0.39
12.91
0.80
0.78
0.26
2.39
8.9502

Hsbc Focused Equity Fund

0.85
0.45
0.80
0.41
0.46
1.00
0.89
0.12
1.55
0.5012

Icici Prudential Focused Equity Fund

1.25
0.66
1.21
0.38
5.76
0.90
0.88
0.18
1.94
3.7825

Bandhan Focused Equity Fund

0.74
0.41
0.74
0.39
-1.31
0.92
0.87
0.10
1.43
-2.8275

Iifl Focused Equity Fund

1.06
0.55
0.86
0.39
4.59
0.87
0.81
0.16
1.76
2.1852

Invesco India Focused 20 Equity Fund

1.15
0.59
0.90
0.39
5.63
0.94
0.75
0.17
1.84
4.4329

Jm Focused Fund

1.16
0.62
1.03
0.37
9.04
0.91
0.72
0.17
1.81
7.5327

Kotak Focused Equity Fund

0.86
0.45
0.84
0.39
1.44
0.87
0.93
0.12
1.57
-1.0054

Mahindra Manulife Focused Equity Yojana

1.36
0.71
1.38
0.33
6.99
0.91
0.89
0.19
2.04
5.2570

Motilal Oswal Focused 25 Fund (Mof25)

0.44
0.24
0.55
0.37
-1.17
0.85
0.73
0.07
1.11
-3.6385

Quant Focused Fund

0.92
0.51
1.07
0.34
8.72
0.73
0.39
0.19
1.60
4.0465

Nippon India Focused Equity Fund

0.81
0.41
0.96
0.39
-0.27
0.92
0.85
0.11
1.50
-1.7657

Sbi Focused Equity Fund

0.71
0.36
0.58
0.40
1.67
0.72
0.61
0.12
1.41
-3.7754

Sundaram Focused Fund

Tata Focused Equity Fund

0.94
0.50
0.96
0.35
1.75
0.94
0.93
0.13
1.64
0.6043

Union Focused Fund

0.81
0.41
0.79
0.36
0.67
0.80
0.88
0.11
1.50
-3.3633

Uti Focused Equity Fund

Axis Focused 25 Fund

0.11
0.08
0.28
0.41
-8.91
1.07
0.77
0.02
0.78
-7.8323

As On: 26 July 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Focused Equity Fund
1.75%
1.44%
4.44%
11.67%
19.06%
36.99%
18.56%
19.08%
13.97%
14.16%
14.91%
Baroda BNP Paribas Focused Fund
1.50%
0.98%
2.01%
10.82%
24.66%
39.96%
%
%
%
%
%
Canara Robeco Focused Equity Fund
1.47%
1.20%
3.16%
9.59%
17.33%
34.63%
19.07%
%
%
%
%
DSP Focus Fund
1.47%
1.21%
3.15%
14.24%
19.61%
40.05%
16.65%
18.70%
13.36%
14.20%
%
Edelweiss Focused Equity Fund
1.65%
1.15%
2.32%
13.06%
20.51%
38.89%
%
%
%
%
%
Franklin India Focused Equity Fund
1.62%
1.12%
2.59%
10.77%
21.16%
36.87%
21.46%
21.98%
16.23%
17.16%
17.64%
HDFC Focused 30 Fund
1.26%
1.00%
2.41%
11.99%
21.79%
42.63%
28.85%
23.55%
15.55%
14.89%
14.88%
HSBC Focused Equity Fund
1.50%
1.99%
4.05%
8.15%
15.91%
35.75%
19.14%
%
%
%
%
ICICI Prudential Focused Equity Fund
1.46%
1.87%
4.88%
13.86%
25.63%
44.75%
24.96%
24.45%
17.50%
15.47%
14.97%
Bandhan Focused Equity Fund
1.27%
0.58%
0.17%
8.24%
14.17%
33.63%
16.79%
18.59%
11.78%
12.31%
11.28%
Iifl Focused Equity Fund
1.89%
1.83%
4.29%
12.88%
23.17%
40.64%
21.16%
24.80%
19.00%
%
%
Invesco India Focused 20 Equity Fund
1.07%
1.14%
1.92%
9.00%
28.19%
61.94%
23.54%
%
%
%
%
JM Focused Fund
1.01%
2.16%
3.50%
10.42%
19.49%
46.95%
25.09%
19.51%
13.92%
15.08%
%
Kotak Focused Equity Fund
1.78%
1.46%
3.35%
12.58%
20.51%
37.60%
18.79%
20.03%
%
%
%
Mahindra Manulife Focused Equity Yojana
1.58%
2.12%
5.92%
12.25%
24.20%
52.02%
25.97%
%
%
%
%
Mirae Asset Focused Fund
1.32%
1.20%
3.69%
10.90%
12.35%
21.44%
11.27%
18.90%
%
%
%
Motilal Oswal Focused 25 Fund (Mof25)
2.06%
4.02%
5.38%
12.76%
18.56%
32.84%
15.22%
17.95%
13.10%
14.13%
%
Quant Focused Fund
1.22%
2.94%
5.36%
9.62%
19.27%
46.23%
22.95%
25.31%
18.33%
19.08%
16.97%
Nippon India Focused Equity Fund
1.09%
1.28%
2.81%
13.32%
17.73%
34.61%
19.79%
21.91%
14.86%
16.59%
17.24%
Axis Focused 25 Fund
1.57%
1.10%
1.90%
7.22%
16.66%
25.00%
8.15%
14.25%
12.11%
13.70%
%
SBI Focused Equity Fund
1.97%
1.01%
2.18%
9.01%
17.55%
27.78%
15.59%
18.89%
15.95%
15.96%
18.56%
Sundaram Focused Fund
1.37%
0.88%
2.77%
9.94%
19.40%
31.16%
%
%
%
%
%
Tata Focused Equity Fund
1.18%
0.83%
3.19%
11.16%
16.28%
37.74%
19.60%
%
%
%
%
Union Focused Fund
1.53%
1.12%
0.76%
6.63%
14.26%
26.39%
15.29%
%
%
%
%
UTI Focused Equity Fund
1.41%
1.35%
2.88%
12.15%
20.92%
35.86%
%
%
%
%
%

As On: 26 July 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Focused Equity Fund
1.76%
1.45%
4.52%
11.93%
19.61%
38.31%
19.70%
20.19%
15.08%
15.30%
%
Baroda BNP Paribas Focused Fund
1.51%
1.00%
2.16%
11.31%
25.76%
42.55%
%
%
%
%
%
Canara Robeco Focused Equity Fund
1.50%
1.24%
3.26%
10.04%
18.20%
36.66%
21.03%
%
%
%
%
DSP Focus Fund
1.47%
1.22%
3.24%
14.52%
20.23%
41.51%
17.89%
19.96%
14.51%
15.25%
%
Edelweiss Focused Equity Fund
1.65%
1.17%
2.45%
13.50%
21.47%
41.14%
%
%
%
%
%
Franklin India Focused Equity Fund
1.62%
1.13%
2.65%
10.99%
21.63%
37.97%
22.45%
22.98%
17.28%
18.37%
%
HDFC Focused 30 Fund
1.26%
1.01%
2.51%
12.32%
22.51%
44.38%
30.55%
25.02%
16.86%
16.12%
%
HSBC Focused Equity Fund
1.50%
2.00%
4.15%
8.46%
16.59%
37.37%
20.83%
%
%
%
%
ICICI Prudential Focused Equity Fund
1.46%
1.88%
4.98%
14.18%
26.38%
46.47%
26.55%
25.95%
18.87%
16.82%
%
Bandhan Focused Equity Fund
1.27%
0.59%
0.28%
8.57%
14.91%
35.39%
18.34%
20.18%
13.39%
13.92%
%
Iifl Focused Equity Fund
1.90%
1.84%
4.37%
13.13%
23.75%
41.99%
22.40%
26.22%
20.49%
%
%
Invesco India Focused 20 Equity Fund
1.04%
1.19%
2.07%
9.36%
29.00%
64.10%
25.43%
%
%
%
%
JM Focused Fund
1.01%
2.18%
3.62%
10.80%
20.34%
48.69%
26.34%
20.91%
15.29%
16.57%
%
Kotak Focused Equity Fund
1.78%
1.48%
3.47%
12.95%
21.33%
39.53%
20.61%
21.98%
%
%
%
Mahindra Manulife Focused Equity Yojana
1.58%
2.13%
6.07%
12.70%
25.22%
54.58%
28.42%
%
%
%
%
Mirae Asset Focused Fund
1.33%
1.21%
3.80%
11.21%
13.00%
22.87%
12.67%
20.55%
%
%
%
Motilal Oswal Focused 25 Fund (Mof25)
2.06%
4.03%
5.48%
13.06%
19.22%
34.36%
16.57%
19.36%
14.48%
15.58%
%
Quant Focused Fund
1.22%
2.96%
5.48%
10.01%
20.14%
48.52%
25.18%
27.56%
20.03%
20.30%
%
Nippon India Focused Equity Fund
1.09%
1.29%
2.87%
13.50%
18.12%
35.53%
20.63%
22.74%
15.71%
17.51%
%
SBI Focused Equity Fund
1.98%
1.02%
2.25%
9.23%
18.03%
28.88%
16.69%
20.07%
17.10%
17.07%
%
Sundaram Focused Fund
1.38%
0.90%
2.86%
10.21%
20.02%
32.53%
%
%
%
%
%
Tata Focused Equity Fund
1.18%
0.85%
3.32%
11.55%
17.12%
39.79%
21.56%
%
%
%
%
Union Focused Fund
1.54%
1.15%
0.88%
6.91%
14.85%
27.65%
16.43%
%
%
%
%
UTI Focused Equity Fund
1.41%
1.37%
2.99%
12.52%
21.74%
37.78%
%
%
%
%
%
Axis Focused 25 Fund
1.59%
1.13%
1.98%
7.46%
17.20%
26.17%
9.27%
15.50%
13.38%
15.04%
%

As On: 26 July 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Focused Equity Fund
46.20%
25.34%
21.90%
18.36%
15.94%
15.34%
Baroda BNP Paribas Focused Fund
48.62%
%
%
%
%
%
Canara Robeco Focused Equity Fund
41.87%
25.04%
%
%
%
%
DSP Focus Fund
47.76%
27.42%
21.85%
18.06%
15.43%
%
Edelweiss Focused Equity Fund
49.25%
%
%
%
%
%
Franklin India Focused Equity Fund
46.35%
28.16%
26.28%
21.62%
18.34%
18.16%
HDFC Focused 30 Fund
50.20%
33.49%
30.09%
23.20%
18.63%
15.90%
HSBC Focused Equity Fund
41.68%
25.74%
%
%
%
%
ICICI Prudential Focused Equity Fund
58.28%
33.22%
28.79%
23.40%
19.12%
16.47%
Bandhan Focused Equity Fund
38.41%
23.83%
19.88%
16.12%
14.47%
12.71%
Iifl Focused Equity Fund
50.82%
29.48%
26.43%
23.58%
%
%
Invesco India Focused 20 Equity Fund
67.32%
34.91%
%
%
%
%
JM Focused Fund
50.58%
32.91%
25.23%
19.57%
17.03%
13.36%
Kotak Focused Equity Fund
47.37%
25.54%
22.60%
%
%
%
Mahindra Manulife Focused Equity Yojana
61.05%
34.73%
%
%
%
%
Mirae Asset Focused Fund
29.52%
15.87%
17.40%
%
%
%
Motilal Oswal Focused 25 Fund (Mof25)
44.15%
23.43%
19.00%
16.48%
14.79%
%
Quant Focused Fund
54.66%
32.44%
28.75%
23.56%
20.05%
18.77%
Nippon India Focused Equity Fund
41.18%
25.22%
24.70%
20.31%
17.59%
17.65%
SBI Focused Equity Fund
36.21%
21.09%
19.97%
17.95%
16.71%
17.11%
Sundaram Focused Fund
40.72%
%
%
%
%
%
Tata Focused Equity Fund
43.39%
26.45%
%
%
%
%
Union Focused Fund
31.77%
20.41%
%
%
%
%
UTI Focused Equity Fund
44.89%
%
%
%
%
%
Axis Focused 25 Fund
33.38%
15.39%
13.85%
12.97%
13.35%
%

As On: 26 July 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Focused Equity Fund
47.59%
26.49%
23.02%
19.43%
17.02%
%
Baroda BNP Paribas Focused Fund
51.32%
%
%
%
%
%
Canara Robeco Focused Equity Fund
43.99%
26.92%
%
%
%
%
DSP Focus Fund
49.30%
28.69%
23.08%
19.23%
16.52%
%
Edelweiss Focused Equity Fund
51.67%
%
%
%
%
%
Franklin India Focused Equity Fund
47.52%
29.17%
27.28%
22.59%
19.36%
%
HDFC Focused 30 Fund
52.03%
35.17%
31.68%
24.56%
19.89%
%
HSBC Focused Equity Fund
43.37%
27.31%
%
%
%
%
ICICI Prudential Focused Equity Fund
60.16%
34.79%
30.33%
24.79%
20.43%
%
Bandhan Focused Equity Fund
40.23%
25.39%
21.42%
17.60%
16.01%
%
Iifl Focused Equity Fund
52.24%
30.70%
27.72%
24.94%
%
%
Invesco India Focused 20 Equity Fund
69.60%
36.72%
%
%
%
%
JM Focused Fund
52.55%
34.24%
26.47%
20.84%
18.37%
%
Kotak Focused Equity Fund
49.40%
27.31%
24.45%
%
%
%
Mahindra Manulife Focused Equity Yojana
63.76%
37.05%
%
%
%
%
Mirae Asset Focused Fund
31.03%
17.21%
18.91%
%
%
%
Motilal Oswal Focused 25 Fund (Mof25)
45.76%
24.79%
20.34%
17.81%
16.15%
%
Quant Focused Fund
57.04%
34.56%
31.00%
25.52%
21.59%
%
Nippon India Focused Equity Fund
42.13%
26.05%
25.54%
21.11%
18.42%
%
SBI Focused Equity Fund
37.36%
22.14%
21.10%
19.07%
17.82%
%
Sundaram Focused Fund
42.18%
%
%
%
%
%
Tata Focused Equity Fund
45.50%
28.37%
%
%
%
%
Union Focused Fund
33.11%
21.59%
%
%
%
%
UTI Focused Equity Fund
46.89%
%
%
%
%
%
Axis Focused 25 Fund
34.63%
16.47%
15.01%
14.18%
14.63%
%